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First Trust Rising Dividend Achievers ETF
RDVY

Overview Fund Activity

441 hedge funds and large institutions have $5.51B invested in First Trust Rising Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 160 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+11
Holders Change %
+2.56%
% of All Funds
7.03%
Holding in Top 10
44
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.82%
% of All Funds
0.7%
New
47
Increased
191
Reduced
160
Closed
32
Calls
$51K
Puts
–
Net Calls
+$51K
Net Calls Change
+$2.95M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$597M
2
LPL Financial
LPL Financial
California
$741M
3
Osaic Holdings
Osaic Holdings
Arizona
$202M
4
AWM
Affinity Wealth Management
Delaware
$15.4M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$241M

Top Sellers

1
ACM
Advance Capital Management
Michigan
$137M
2
KWM
Keebeck Wealth Management
Illinois
$269K
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$1.69M
4
SA
SFI Advisors
New Jersey
$0
5
C
CEDRUS
Colorado
$6.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
151
Consolidated Planning Corp
Georgia
$3.21M -$3.15M -68,590 -50%
CAM
152
Cozad Asset Management
Illinois
$3.2M +$11.4K +249 +0.4%
DWP
153
Daymark Wealth Partners
Ohio
$3.17M +$418K +9,097 +15%
ECA
154
Elevated Capital Advisors
Utah
$3.17M +$2.19M +47,665 +224%
DIP
155
Davis Investment Partners
North Carolina
$3.14M -$119K -2,650 -4%
OAJ
156
Ogorek Anthony Joseph
New York
$3.12M -$28.7K -625 -0.9%
LWA
157
Lineweaver Wealth Advisors
Ohio
$3.1M -$9.42K -205 -0.3%
MFG
158
Mainsail Financial Group
Washington
$3.09M +$151K +3,307 +5%
BCI
159
Brinker Capital Investments
Pennsylvania
$3.07M -$458K -9,967 -13%
OPS
160
Orion Portfolio Solutions
Nebraska
$3.07M -$458K -9,967 -13%
WEG
161
World Equity Group
Illinois
$2.96M +$2.96M +64,432 New
NW
162
NewEdge Wealth
Pennsylvania
$2.94M +$879K +19,131 +43%
PCA
163
Prosperity Capital Advisors
Ohio
$2.87M +$2.87M +62,382 New
MWM
164
Mattern Wealth Management
Kansas
$2.82M – – –
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$2.74M +$454K +9,877 +20%
WIP
166
WealthCare Investment Partners
Rhode Island
$2.72M +$88.8K +1,951 +3%
HIIFS
167
Harel Insurance Investments & Financial Services
Israel
$2.72M +$443K +9,650 +19%
JWCA
168
J.W. Cole Advisors
Florida
$2.7M +$1.33K +29 +0%
TI
169
tru Independence
Oregon
$2.7M +$354K +7,696 +15%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$2.69M +$44.2K +961 +2%
AWM
171
Axxcess Wealth Management
California
$2.67M +$2.67M +58,017 New
CAAS
172
Capital Asset Advisory Services
Michigan
$2.67M -$126K -2,734 -5%
SB
173
Strategic Blueprint
Georgia
$2.61M -$324K -7,045 -11%
MA
174
Mutual Advisors
Nebraska
$2.53M -$53.8K -1,170 -2%
BFA
175
Beacon Financial Advisory
Ohio
$2.52M +$938K +20,407 +59%
5 6
7
8 9